Get It Off Your To-Do List

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“I’m struggling with my to-do list,” Sarah sighed. “Very depressing.”

I nodded. “And?”

“Two days ago, I had ten things on my list,” she started. “At the end of the day, I had twelve things on my list. The next morning, yesterday, two more things were added overnight. I finished three items during the day, but that was replaced by three more. I never seem to make headway and it is getting me down.”

“How do things get off your list? As a manager, you have a lot on your plate and we can’t have depressed managers walking around infecting everyone else.”

“I just work really hard. I come in early, I stay late, take work home with me over the weekend, but, my list stays full. I have trouble knowing what’s important, what to do next, if I am going to miss a deadline. There is no rhyme or reason to my priorities.”

“When you look at your list, how do you decide what to work on next?” I asked.

“Whatever I think I can get accomplished. It feels really good to get something off my plate that day, but all the other things on my list pile up, distract me, make me anxious.”

“Would it feel good to get some things off your list? Not get them all done, but get them off your list?”

“I can’t just cross stuff off the list. It ALL has to get done, eventually,” Sarah complained.

“There are three ways to get things off your list,” I explained. “You are only using one, that is the do-it-now strategy, which works but leaves you depressed. Here are two other strategies to get things off your to-do list. Schedule the task on your calendar. Commit the necessary amount of time in the future, before the deadline to get it done. Cross it off your list.”

Sarah thought and finally replied. “If I do that, I can see my priorities clearer. My deadlines show up, but are under control because I know I have committed time to complete. But, what if my calendar gets full? I have more tasks to complete, but no more committed time.”

“Yes, and you said it ALL has to get done. If you have no available time to commit, and it ALL has to get done, you have no choice but to delegate some of the tasks out to other people on your team. This is management, it all has to get done, but you have to use the other two strategies –

  • Do it now, get it done, myself.
  • Schedule it on my calendar, with committed time, before the deadline.
  • Delegate it.

“Now, when you delegate, it doesn’t mean it’s done. You still have to check on it, but don’t put the check-in on your to-do list. Where do you put the check-in?”

Sarah smiled, looking way less depressed. “I put it on my calendar.”

When Does It Start?

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“What’s the timespan of this task?” Reggie wanted to know.

“It depends,” I replied. “When does it start and when does it end?”

“It depends,” he smiled. “Depends on who you ask.”

“I’m asking you, you’re the manager. Timespan is a manager’s judgement. When does it start and when does it end?”

“Depends on the role I am thinking about.”

“Exactly, different roles at different levels of work see the timespan of the task differently, indeed, they see the starting point and the ending point at different places. The starting point and the ending point create the timespan of discretion, the point in the project where they have the authority to make decisions and solve problems. On the same project, we have different roles with different timespans of discretion.”

“So, right now, in my department, we have three projects under three different project managers,” Reggie mused out loud. “I have three project managers who have the authority to make decisions only within the scope of their one project. They are concerned about resources available to them, the project schedule they agreed to, the contingencies within that project when things goes sideways. They have a very sharp focus and don’t spend any time thinking about the other two projects assigned to other project managers. The project starts when the contract is signed and ends when the punch list is complete and accepted by the customer.”

“And you? When does the project start with you as the Senior Project Manager?” I pressed.

Reggie nodded. “For me, it starts way before the contract is signed. I have to work with our sales department to see what we have in our pipeline and what is likely to close. Based on our closing ratio, I have to decide if we have enough project managers with the capacity to handle all the projects that are likely to come under contract. I have to continuously monitor that pipeline to make sure we have enough work to keep everyone busy as project managers cycle off completed projects. I have to figure out what they are going to do next. So, the project timespan for me, over multiple projects, begins long before the contract is signed and I am accountable for the workforce long after specific projects are complete. It’s a different level of work.”

A Manager’s Goal

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“I thought I was very clear,” Marianne grimaced. “It was important for the team to understand and take ownership. This is a very important team goal.”

“Describe what you see?” I asked.

“Their words are supportive, but their actions are passive. There is no skip in their step, no sense of urgency, no critical eye for detail. It’s as if they are just going through the daily motions.”

“You described the project, what you are trying to accomplish. Whose goal is it?” I wanted to know.

“Well, it’s a team goal,” Marianne explained, sounding like I should have figured that out on my own. “I need the team to work together, support each other, cooperate. That’s why it’s a team goal.”

“Have you ever heard that if it’s everyone’s accountability, it’s no one’s accountability?”

That was a stumper to Marianne. A slow burn in her brain. “So, I have to single one of them out?”

“If it’s not the team’s goal, whose goal is it?” I repeated.

Marianne did not like the realization. “If it’s not the team’s goal, it must be my goal,” she flatly stated.

“And, if that’s the case, what changes?”

Written vs Verbal

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Reggie was adamant. “I believe that using a written memo is the best approach to communicate my vision of the project, because it ensures consistency and allows everyone to refer back to the information whenever they need it. I feel that face-to-face communication might lead to misinterpretation or forgetting important details.”

“Written memos are useful,” I replied. “Tell me more?”

Reggie was quick to continue. “Sometimes I feel like the message gets lost or diluted when I communicate verbally. There have been instances where team members seemed distracted or didn’t grasp the complete vision during our face-to-face discussions. That’s why I thought a written memo would provide a clearer message.”

“Maybe that’s the downside of a verbal conversation. What about the upside?” I pressed.

There was a pause. Lasted forever, but silence often does the heavy lifting. “A verbal discussion, in a meeting, allows for immediate feedback on the project, understanding its purpose, its scope, its sequence. It may also surface questions that everyone has, but most are too timid to ask about. It might also create a sense of connection and trust in the team.”

“In what way could you combine both the clarity and consistency of a memo, a written description, with the improvisational value of a robust discussion?”

Out of Sequence

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“I’m having a tough time with my team, struggling to meet the project expectations I set for them,” Sheila explained. “It seems they have different interpretations of the project deliverables, a bit of confusion, making it difficult to nail down accountability.”

“So, tell me what you told them?” I said.

“We had a team meeting about the project, making the message consistent to everyone on the team, so, I’m not sure how people got off track. I’m not even sure how what they are thinking, I just know each of them has a different take.”

“How so?” I pressed.

“It looks like everyone started at a different place in the sequence. This is a linear project with specific steps, one after the other. But, one person is starting on step three and another on step eight. They told me they were trying to think ahead, so when we got to that step, it would already be done.”

I wasn’t skeptical, but wanted to more detail. “And, the problem is?”

“Step three depends on the outcome of steps one and two, it’s a dependent step. We might even be able to skip step three depending on how steps one and two turn out.”

“And, I am sure you clearly described this?” I smiled.

“No, I just assumed the team would figure that out,” she explained.

“So, if you had to do the meeting over again, what would you, as the manager, do differently?”

Gauge the Risk

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Aaron was in a pickle. He was a firm believer that, as a manager, delegation was his most powerful people development tool, but he was uncomfortable with the possible outcome. If this delegation failed, it could be disastrous. His dilemma was “who?” Who should he pick to head this project?

His top gun was reliable, but always overloaded with work. Aaron wanted to spread the responsibility to a young, up and comer, but this would be a stretch, with the distinct possibility of failure.

Selecting the right team member is the absolute toughest step in delegation. The manager can do everything else correctly, but if the wrong person is chosen, success may be fleeting.

Selecting the right person is a process of risk management. If the purpose of delegation is people development, and understanding that people learn the most from their mistakes, risk management becomes the rule of thumb to determine who gets the nod.

If you work in a nuclear power plant, you have to pick your top gun every time. If you run an ice cream shop, you can afford the occasional misstep. Gauge the risk, then pick the person.

Friday at 5:00p

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Kyle wheeled around into the sun, cupping his hand over his eyes to see who was calling his name. It was Barry, his manager. Friday afternoon at 5:00, and it was Barry. Again. Kyle already knew what was coming.

“Hey, Kyle,” said Barry as he stepped up his pace. “Listen, I was just wondering if you could do me a favor on Monday. I have this project that I’ve been trying to wrap-up and I am just jammed. I know it would be extra work for you, but I really need your help. It has to be finished by noon on Monday and I just can’t get it done.”

And Barry wondered why Kyle was never excited about things he tried to delegate.

There are two purposes for delegation. One is time management, the other is people development. Delegating for time management is okay, but short sighted. The longer term purpose for delegation is people development.

So, if the true purpose for delegation is development, it is important enough to schedule a real meeting, with committed time in an appropriate room over a conference table. Plan ahead.

If you haven’t planned ahead, and it’s Friday at 5:00pm, you already blew it. Just go home. Have a beer. Come back next week with a better plan.

Short List

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I watched Vincent drop everything on his desk and excuse himself. From the corner window, he spotted the postal carrier bringing a bag of mail from her truck. Vincent was a senior partner in the firm and he was on his way to the reception desk to perform his daily ritual, sorting the mail. Twenty minutes later, he would return, announcing that eight clients had sent in payments that day. Sure enough, he had neatly stacked the eight envelopes for the receptionist to deliver to accounting.

Think about something you do that meets the following characteristics, make a quick list –

  • A task that you perform repetitively.
  • A task that you enjoy doing.
  • A task that is important to the organization.

I often hear the refrain, “I’m not really sure what I can delegate to someone else.” Now, take a look at your list. Any task that you perform on a repetitive basis is a candidate. You may have overlooked this task because it is something that you enjoy. You may have even justified this task as important to the organization. Look at your list again. What can you delegate?

Unofficial Whispers

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All kinds of conversations occur about people and behavior in every company. These conversations will take place at the water cooler, the coffee break room, in meetings and in emails. They will occur in official communications and unofficial whispers. All of the conversations drive and document the culture inside the organization.

For the company that has determined its values mindset, actively talking about the positive aspects of people and their contribution (behaviors) is critical. The purpose is to identify those conversations and amplify them so they become the driving force, the tribal history.

These are the conversations that keep us alive. These are the conversations that distinguish one company from the next, one that is struggling and the other that sees success. What does yours sound like?

Drill a Hole in the Wall

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I was walking the floor. The drone of the saws was dampened by my ear protection. The conversation with Lloyd could barely be heard above the din.

“What’s with all the green shirts?” I yelled.

Lloyd looked around. “It’s green shirt day.”

I nodded as we ducked around a corner where the noise wasn’t so bad. I popped out my earplugs. “What’s green shirt day?”

Lloyd smiled. “It’s like the difference between a light bulb and a laser light. 100 watts from a light bulb will light up a room, but with all the light beams focused together, a 100 watts of laser light will drill a hole in the wall. Same thing works with my team.”